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JHI

John Hancock Investors Trust

41 hedge funds and large institutions have $27.5M invested in John Hancock Investors Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0.79% more ownership

Funds ownership: 24.32%25.11% (+0.79%)

0% more funds holding

Funds holding: 4141 (0)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

27% less capital invested

Capital invested by funds: $37.6M → $27.5M (-$10.1M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$10.5M +$44.6K +2,737 +0.3%
SWP
2
Stratos Wealth Partners
Ohio
$2.28M +$51.7K +3,172 +2%
GC
3
Guggenheim Capital
Illinois
$2.08M +$103K +6,299 +4%
SFS
4
Shaker Financial Services
Virginia
$1.65M -$52K -3,189 -2%
Stifel Financial
5
Stifel Financial
Missouri
$1.13M +$89.2K +5,472 +7%
Bank of America
6
Bank of America
North Carolina
$851K -$118K -7,236 -10%
TA
7
TCG Advisors
Texas
$780K -$216K -13,240 -18%
Invesco
8
Invesco
Georgia
$777K -$320K -19,664 -24%
Ameriprise
9
Ameriprise
Minnesota
$696K +$236K +14,498 +36%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$512K -$53.5K -3,280 -7%
RCM
11
Robinson Capital Management
Michigan
$512K -$24.4K -1,495 -4%
SCM
12
Saba Capital Management
New York
$498K +$646K +39,621 New
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$434K -$84.4K -5,177 -13%
PTC
14
Philadelphia Trust Company
Pennsylvania
$432K
CIA
15
Capital Investment Advisors
Georgia
$431K +$7.86K +482 +1%
Cohen & Steers
16
Cohen & Steers
New York
$425K +$550K +33,774 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$410K +$120K +7,380 +29%
COLIM
18
City of London Investment Management
United Kingdom
$371K
UBS Group
19
UBS Group
Switzerland
$368K +$8.7K +534 +2%
SIA
20
Sit Investment Associates
Minnesota
$350K +$453K +27,800 New
Morgan Stanley
21
Morgan Stanley
New York
$235K -$7.94K -487 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$222K +$287K +17,630 New
WAM
23
Wolverine Asset Management
Illinois
$202K +$262K +16,066 New
CRC
24
Curi RMB Capital
Illinois
$200K +$259K +15,900 New
LPL Financial
25
LPL Financial
California
$177K -$8.88K -545 -4%

JHI Hedge Fund Activity: Q1 2020 in Review

41 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q1 2020, worth a combined $27.5M — down 27% from $37.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JHI positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $646K. The largest seller was Park Avenue Securities, exiting entirely with an estimated $448K sold.

  • 41 institutional investors held John Hancock Investors Trust (JHI) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $27.5M of John Hancock Investors Trust stock for Q1 2020, down 27% quarter-over-quarter.
  • 7 funds opened new John Hancock Investors Trust positions in Q1 2020 and 5 closed out, a net change of +2 holders.
  • The largest John Hancock Investors Trust buyer in Q1 2020 was Saba Capital Management, an estimated $646K added.
  • The largest John Hancock Investors Trust seller in Q1 2020 was Park Avenue Securities, an estimated $448K sold.

Based on aggregated 13F filings for Q1 2020.